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Disclosery

SMI Advisory Services, LLC: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMI Advisory Services, LLC on XLV, newest first. How the timeline and the estimate are built.

SMI Advisory Services, LLC held 16,450 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,450 shares
    Change vs previous 13F +8,713 shares

    0.43% of the 13F portfolio, value $2,664,193.

    13F-HR 0001609008-26-000003 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,737 shares
    Change vs previous 13F +5,755 shares

    0.19% of the 13F portfolio, value $1,131,789.

    13F-HR 0001609008-26-000002 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,982 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $311,929.

    13F-HR 0001609008-26-000001 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).